If you’re a long-term investor and want exposure to assets that will potentially give you higher returns, the Australian Shares option may be suitable for you. Just remember that you need to be prepared to accept that this option could experience negative returns over the short to medium term.

Objective

To match the return of the S&P/ASX 200 Accumulation Index after fees and tax.

Timeframe

10 years

Suited to investors with an investment timeframe of more than 10 years.

Total fee1

0.27% p.a.

Total fee includes administration fees (0.18%), investment fees and indirect cost ratio.
View detailed fee breakdown

Investors should be aware that a negative annual return is expected greater than six times every 20 years.

Very high risk

Read more about the standard risk measure.

Account 3 months2 1 year2 3 years p.a.2 5 years p.a.2 7 years p.a.2 10 years p.a.2
Accumulation 0.04%

9.20%

7.76% 10.39% 7.92% 3.91%
Income 0.12% 10.05% 8.02% 11.39% 8.90% 4.42%
Asset allocation Ranges3
Cash4
0.5% 0 - 10%
Australian shares5 99.5% 90 - 100%

Fund managers

The portfolio is passively managed by State Street Global Advisors.

Composition
The composition of the Australian shareholdings managed by State Street Global Advisors was:

Asset %
Australian shares 97.7%
Futures 2.1%
Cash/liquidity 0.1%

 

1. The investment fee figure and indirect cost ratio are based on the actual fees and costs for the year ended 30 June 2017 and may differ from future fees and costs. In addition, the administration fee of 0.18% p.a. (from 30 Sept 2017) and other applicable fees are deducted daily from the unit price before the unit price is declared.
2. Past performance is not a reliable indicator of future performance. For periods of one year or less, the return is net of fees and tax. For periods greater than one year, the return is a compound annualised return, net of fees and tax.
3. QSuper has the flexibility to invest within these predetermined ranges.
4. This option is fully invested in Australian shares, however, it may be appropriate to hold up to 10% in cash to accommodate market changes and timing of transactions.
5. The Australian shares asset class is passively managed by State Street Global Advisors (SSgA). The funds managed by SSgA include an allocation to cash. SSgA's allocation to cash is captured in the Australian shares asset allocation range of 90%-100%.